That about sums up my impressions.
I really like some of his shows that I've watched on youtube, but I get the feeling that he has no real hard philosophical underpinning that shapes his worldview. No "X and Y are fundamental truths, and the logical consequences of same is Z" He's read enough of the founders to not sound totally mad, but I think he needs to start from first principles and work his way through his philosophy to find where it leads him.
Exactly.